Investment Planning
This category summarizes all the investment planning posts for Advantage Wealth Planning.
Annuity Update – December 2020 In September 2020, I began a quarterly report on “Annuities”. The original article can be found by clicking on this link. Methodology Every three months, I update the default annuity quote (using the Cannex system). The default client is as follows. 65 year old male invests in a “life annuity” […]
Comparing Your Statement Return to a Benchmark Index If you watch a financial news channel, you might hear the return of common indices like the Dow, S&P 500 or TSX60. These indices are meant to give you a snapshot of how the general stock market is performing over the day, month or longer timeframe. It’s […]
Warren Buffett versus the Retail Investor Warren Buffett is touted as one of the world’s greatest investors. Obviously he has a much larger portfolio value than any of us, but how is his portfolio structured as compared to a Canadian Retail Investor? Is his risk tolerance likely higher than a Canadian retail investor? The Canadian […]
COVID19 Updates for April 2020 Ontario releases New Modelling data on COVID-19, says “cases appear to have peaked” Ontario health officials say the wave of new community spread cases of COVID-19 in the province appears to have peaked, but the spread in long-term care homes and other congregate settings seems to be growing. Read more… […]